As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Millikan Sector BPI Plus Portfolio Review: 8 September 2023
Millikan is another Sector BPI Plus portfolio that is meeting expectations. If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week. We use … [Read more]
Carson Sector BPI Portfolio Review: 7 September 2023
Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday. Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a … [Read more]
Einstein Portfolio Review: 6 September 2023
Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor. As readers will see in a moment, no securities are in "full bloom" at the moment. Several are in Hold mode. No Buy options are … [Read more]
Franklin Portfolio Review: 5 September 2023
Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already … [Read more]
Copernicus Portfolio Review: 4 September 2023
With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required. As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as … [Read more]
Portfolio Performance Comparisons: 1 September 2023
Since it has been a number of weeks since the last performance comparison update, a few explanations are in order. The portfolios are broken into groups depending on the investing model. Several portfolios are moving to different investing … [Read more]
Kahneman-Tversky Portfolio Review: 1 September, 2023
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split … [Read more]
Darwin Portfolio Review: 1 September 2023
The Darwin Portfolio is one of my portfolios that I don't normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per … [Read more]
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